CIK 1957394
Beaumont Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
371
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | 10K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 1K | $500K+ | SH |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | 16K | $500K+ | SH |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | 616 | $500K+ | SH |
| INTC | INTEL CORP COM | 18K | $500K+ | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 9K | $500K+ | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 5K | $500K+ | SH |
| JBND | JPMORGAN ACTIVE BOND ETF | 12K | $500K+ | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 4K | $500K+ | SH |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | 13K | $500K+ | SH |
| AMLP | ALERIAN MLP ETF | 13K | $500K+ | SH |
| EIS | ISHARES MSCI ISRAEL ETF | 6K | $500K+ | SH |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | 3K | $500K+ | SH |
| INTU | INTUIT COM | 874 | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 2K | $500K+ | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 5K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 635 | $500K+ | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 5K | $500K+ | SH |
| SGDM | SPROTT GOLD MINERS ETF | 8K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 3K | $500K+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 4K | $500K+ | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 19K | $500K+ | SH |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 4K | $500K+ | SH |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | 5K | $500K+ | SH |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | 4K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW CL A | 18K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 1K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 3K | $500K+ | SH |
| SEIC | SEI INVTS CO COM | 6K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW COM | 3K | $100K–$500K | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 1K | $100K–$500K | SH |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 13K | $100K–$500K | SH |
| NFLX | NETFLIX INC COM | 5K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC COM | 6K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 9K | $100K–$500K | SH |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | 27K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 730 | $100K–$500K | SH |
| EZU | ISHARES MSCI EUROZONE ETF | 7K | $100K–$500K | SH |
| C | CITIGROUP INC COM NEW | 4K | $100K–$500K | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2K | $100K–$500K | SH |
| BX | BLACKSTONE INC COM | 3K | $100K–$500K | SH |
| RISR | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF | 12K | $100K–$500K | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 2K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC COM | 2K | $100K–$500K | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 2K | $100K–$500K | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 6K | $100K–$500K | SH |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 5K | $100K–$500K | SH |
| ETH | GRAYSCALE ETHEREUM MINI TRUST ETF | 15K | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 5K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 2K | $100K–$500K | SH |